Legacy Financial Group (Iowa)
KNG icon

Legacy Financial Group (Iowa)’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio KNG Stock Details KNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-762
Closed -$37.6K – 294
2023
Q3 		$37.6K Buy
+762
New +$40K 0.01% 203

Other funds holding KNG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Legacy Financial Group (Iowa)'s KNG Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q4 2023, closing a stake of 762 shares — an estimated $37.6K sold.

Legacy Financial Group (Iowa) first reported a position in KNG in Q3 2023 and held it in 1 quarter. The position peaked at $37.6K in Q3 2023. 234 funds tracked by Wall St. Rank hold KNG as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 762 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2023, an estimated $37.6K.
  • Legacy Financial Group (Iowa) first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $37.6K in Q3 2023.
  • 234 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.